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Gary Bragg

36 Years of Experience
Lewiston, ME
1 DisclosureBrokerSells Insurance

Gary Bragg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lewiston, ME, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

475 Pleasant Street, Suite 21, Lewiston, ME, 04240

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2006
Denied
Other Business ActivitiesSells Insurance

Gary sells fixed insurance under Bragg Financial Services since 1990, dedicating minimal time. He also provides tax preparation services and owns rental property in Venice, FL.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Commonwealth Financial Network
February 2008 - August 2025 · 17 yrs 6 mos
Commonwealth Financial NetworkBroker
January 1990 - August 2025 · 35 yrs 7 mos
State Registrations31 states
AKAZCACOCTDCFLGAHIINKSKYMAMDMENCNHNJNMNYOHOKPARISCTNTXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gary Bragg - Financial Advisor | TrueAdvisor